Alpine Bank Wealth Management’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.6K Buy
+162
New +$24.6K ﹤0.01% 320
2025
Q4
Sell
-197
Closed -$34K 339
2025
Q3
$34K Hold
197
﹤0.01% 255
2025
Q2
$30.2K Hold
197
﹤0.01% 273
2025
Q1
$27.4K Buy
+197
New +$30.6K ﹤0.01% 283
2024
Q3
$24.1K Buy
+197
New +$23K ﹤0.01% 343

Other funds holding RJF

Alpine Bank Wealth Management's RJF Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Raymond James Financial (RJF) in Q2 2026: 162 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in RJF as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in RJF in Q3 2024 and has held it in 5 quarters since. The position peaked at $34K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Alpine Bank Wealth Management held 162 shares of Raymond James Financial worth $24.6K as of Q2 2026.
  • Raymond James Financial was a new Alpine Bank Wealth Management position in Q2 2026.
  • Raymond James Financial made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Alpine Bank Wealth Management first reported a position in Raymond James Financial in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Raymond James Financial position peaked at $34K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.